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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,464 | $154,228-60.8% | $145,433-58.4% | $137,256-55.9% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,859 | $4,804-19.7% | $4,554-15.3% | $4,156-7.1% |
| Participant deferral / active EE | $7,231 | $8,216-12.0% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $1,428 | $14,344-90.0% | $13,129-89.1% | $12,270-88.4% |